WTRE vs SMH

AWTRE

BSMH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$34,950SMH · WTRE $9,437

Lowest cost0.35%SMH · $35 on $10k

Most income2.71%WTRE · $271 on $10k

Smallest drop−20.6%WTRE · worst fall in 1Y

Held in common0.0%WTRE and SMH

WTRE

SMH

WisdomTree New Economy Real Estate Fund · $14MVanEck Semiconductor ETF · $60.7B

+14.7%3 years · per year$15,098 · $33,022+48.9%

−1.2%5 years · per year$9,437 · $34,950+28.4%

0.58%Expense ratio$58 · $35 on $10k · lower wins0.35%

2.71%12-mo yield$271 · $24 on $10k0.24%

−20.6%Worst dropSmaller wins−33.1%

21.4%VolatilityLower wins42.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsWTRE · SMH

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	AWTRE	WisdomTree New Economy Real Estate FundRead Desk		0.58%	2.71%	+0.1%	+2.0%	−5.0%	+14.7%	−1.2%	−20.6%	$14M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	AWTRE	WisdomTree New Economy Real Estate FundRead Desk		0.58%	2.71%	+0.1%	+2.0%	−5.0%	+14.7%	−1.2%	−20.6%	$14M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

WTRE vs SMH

WTRE

WisdomTree New Economy Real Estate Fund

$9,437

SMH

VanEck Semiconductor

$34,950

MeasureWTRESMH

Fee0.58%0.35%

Cost on $10k a year$58$35

Yield2.71%0.24%

5 years, per year−1.2%+28.4%

3 years, per year+14.7%+48.9%

Worst drop · 1Y−20.6%−33.1%

Volatility · 1Y21.4%42.9%

3–3measures won
level

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: WTRE, SMH

Today

0.0%most shared, WTRE and SMH

WTRESMH

WTRE—0.0%

SMH0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$213most kept, WTRE

WTRE$271 − $58 = $213

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee